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Wall Street Journal (November 16)

2021/ 11/ 17 by jd in Global News

Royal Dutch Shell will abandon its complicated dual British/Dutch structure, moving its headquarters to London. The move is being made to “help facilitate returns to shareholders and make it simpler to change up its portfolio of assets” as it transitions to low-carbon energy. The move should also improve the company’s “flexibility to buy back shares.”

 

Australian Financial Review (October 25)

2021/ 10/ 26 by jd in Global News

“Inflation will be the key issue for financial markets in coming years, with investors set to reap massive profits or suffer swingeing losses, depending on whether they make the right call on the stickiness of price pressures.” Astute investors are now figuring out strategies, like shortening bond maturities within their portfolio, to help “insulate their investment portfolios from the threat of rising inflation.”

 

New York Times (February 27)

2020/ 02/ 29 by jd in Global News

“Freaked out by the stock market? Take a deep breath.” This is not a time for drastic portfolio moves unless “there have been drastic changes in your life, like a big new job or consequential medical news.” Otherwise, remember that if you “hold on long enough to a diverse collection of stocks…the system has tended to generously repay patient people over six or seven decades of working, saving and drawing down a portfolio.”

 

LA Times (December 19)

2019/ 12/ 21 by jd in Global News

In its first climate risk assessment, CalPERS, the largest U.S. pension fund, “found that one-fifth of the fund’s public market investments were in sectors that have high exposure to climate change. Those include energy, materials and buildings, transportation, and agriculture, food and forestry.” The report by CalPERS, however, didn’t go into much detail because “less than half of the 10,000-plus companies in their portfolio voluntarily disclose information about their carbon emissions.”

 

Institutional Investor (January 16)

2018/ 01/ 18 by jd in Global News

“BlackRock CEO Larry Fink has written a letter to CEOs detailing his requests for corporate stewardship as the firm moves toward shareholder activism year-round…. The letter is the latest move by an asset manager to focus more on shareholder activism and environmental, social and governance criteria in investments. For instance, BlackRock competitor Vanguard Group said in an August report that it is taking a more active approach to monitoring companies in its portfolio, while a McKinsey & Co. study published in October found that asset managers no longer consider ESG a niche strategy.”

 

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